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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

568 hedge funds and large institutions have $4.29B invested in Invesco S&P 500 Low Volatility ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 133 increasing their positions, 280 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
-24
Holders Change %
-4.05%
% of All Funds
10%
Holding in Top 10
26
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.13%
% of All Funds
0.46%
New
42
Increased
133
Reduced
280
Closed
59
Calls
$3.24M
Puts
$2.67M
Net Calls
+$565K
Net Calls Change
-$14.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$528M
2
AWM
AE Wealth Management
Kansas
$55.4M
3
Two Sigma Investments
Two Sigma Investments
New York
$98.2M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$32.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$22.1M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$92.7M
2
PI
PFS Investments
Georgia
$0
3
Bank of America
Bank of America
North Carolina
$314M
4
Ameriprise
Ameriprise
Minnesota
$94.3M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$6.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
376
First Heartland Consultants
Missouri
$315K -$349 -6 -0.1%
SFSIG
377
San Francisco Sentry Investment Group
California
$313K +$58 +1 +0%
CAWM
378
Capital Advisors Wealth Management
Washington
$309K +$309K +5,314 New
GI
379
Gradient Investments
Minnesota
$308K -$78.1K -1,343 -20%
PWM
380
Perigon Wealth Management
California
$305K +$305K +5,253 New
CCM
381
Ciovacco Capital Management
Georgia
$302K +$1.92K +33 +0.6%
CCP
382
Corient Capital Partners
California
$299K -$1.03M -17,775 -78%
CCM
383
Crabel Capital Management
California
$296K +$296K +5,094 New
22CM
384
20/20 Capital Management
California
$295K -$2.32K -40 -0.8%
NSIM
385
North Star Investment Management
Illinois
$291K -$116K -2,000 -29%
CPO
386
Cerity Partners OCIO
New York
$291K -$2.32K -40 -0.8%
AGA
387
Arkos Global Advisors
Texas
$290K -$174 -3 -0.1%
GGS
388
Galvin Gaustad & Stein
Arizona
$289K -$4.95K -85 -2%
FWP
389
Falcon Wealth Planning
California
$288K – – –
SFA
390
Sequoia Financial Advisors
Ohio
$286K -$269K -4,633 -48%
SFG
391
StrategIQ Financial Group
Indiana
$286K – – –
IP
392
Intellectus Partners
California
$284K +$233 +4 +0.1%
SBH
393
Segall Bryant & Hamill
Illinois
$284K +$30.8K +531 +12%
DP
394
Divergent Planning
Maryland
$283K -$118K -1,964 -29%
ESB
395
Essex Savings Bank
Connecticut
$282K – – –
FTA
396
Financial & Tax Architects
Missouri
$280K +$280K +4,811 New
LWMG
397
Levy Wealth Management Group
Pennsylvania
$279K -$4.66K -80 -2%
MHS
398
M Holdings Securities
Oregon
$273K +$273K +4,693 New
F
399
F3Logic
Minnesota
$267K -$103K -1,775 -28%
WFA
400
Wade Financial Advisory
California
$267K -$90.1K -1,552 -25%
14 15
16
17 18